Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.29%
3 year
21.29%
5 year
12.30%
10 year
12.39%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
10.85%
Sharpe
1.91
Sortino
4.07
Max drawdown
-25.45%
Best month
12.80%
Worst month
-13.28%
Beta vs VTSAX
0.88
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.